The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
1990 episodes transcribedOn this edition of the Breakdown Weekly Recap, NLW looks at: The “holding pattern economy” – why stocks, jobs and central bank policy seem stuck in...
Tavi Costa is a portfolio manager at Crescat Capital. In this conversation with NLW, he discusses: The credit exhaustion moment in the engines of gl...
Today on the Brief: Jobless claims slightly exceed expectations at 884,000 ECB keeps policy unchained; euro rises versus dollar Survey: What’s th...
Today on the Brief: Markets recover slightly but vaccine trade falters as AstraZeneca pauses trials Bitcoin and gold correlation increases sharply...
Today on the Brief: Stock market continues its descent Insider stock selling reached five-year high in August President Trump promises more aggres...
On this special Labor Day edition of The Breakdown, NLW is doing a reading of Nic Carter’s most recent essay “The Crypto-Dollar Surge and the America...
Earlier this week, news broke that David Graeber, author of influential works such as “Debt: The First 5000 Years,” had passed away. In his memory,...
On this episode of The Breakdown Weekly Recap, NLW looks at the full story the stock markets are telling us about the economy, including: SoftBank u...
Inspired by Michael Batnik’s “All Wrapped In One,” this episode examines eight moments from history that can help us make sense of one of the most cha...
Today on the Brief: Traditional markets falter, led down by tech stocks Bitcoin falls under $11,000 for the first time since July Stablecoins mint...
Today on the Brief: Debt will exceed U.S. GDP for the first time since 1946 SPACs in action! Decentralized exchange volume flippens centralized ex...
August has come to a close. In this recap and “best of” episode, NLW looks at the big themes that defined the month. Most notable was the discussion o...
Today’s episode of The Breakdown looks at the stories the stock market is trying to tell, including: New all time high in total market capitalizatio...
This week’s episode of Long Reads Sunday is a reading of the latest essay from Tyler and Cameron Winklevoss. The essay looks systematically at the pr...
On The Breakdown’s Weekly Recap, NLW looks at the shifting sands of the global economy. He says Federal Reserve Chair Jerome Powell’s speech at Jackso...
Today on the Brief: Skepticism around Powell’s inflation prognostications The Tesla Stock Split Game China’s COVID-19 vaccine maker presses countr...
Federal Reserve Chair Jerome Powell spoke Thursday at the annual Jackson Hole conference convened by the Kansas City Fed, which was virtual this year...
Today on the Brief The SEC changes accredited investor rules Fintech and crypto investor Ribbit Capital starts $350 million SPAC Previewing Fede...
Today’s episode of The Breakdown is an extended edition of the Brief. NLW discusses: The “COVID-19 vaccine trade” on Wall Street kicks markets high...
Our guest today is Adam Tooze. Adam holds the Shelby Cullom Davis Chair of History at Columbia University and serves as director of its European Insti...
